North Berkeley Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

North Berkeley Wealth Management, LLC

  • $127 Billion
  • Q3 2025

A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 13,410 shares of IWR stock, worth $1.27 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
13,410
Previous 13,410 -0.0%
Holding current value
$1.27 Million
Previous $1.23 Billion 4.98%
% of portfolio
1.02%
Previous 1.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$74.88 - $91.97 $830,643 - $1.02 Million
11,093 Added 478.77%
13,410 $1.23 Billion
Q4 2024

Apr 03, 2025
BUY
$87.25 - $95.52 $202,158 - $221,319
2,317 New
2,317 $205 Million

Others Institutions Holding IWR

# of Institutions
1,635
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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